The Investment Heatmap template (click to download) can be used for the following purposes:
- Analyze how securities have performed relative to each other
- Analyze relative performance for trailing annual returns, 3 month returns, and 1 month returns
Below is an example section of the Investment Heatmap report:
How it works
1. Enter the Securities
On the "Ticker Input" tab, enter the securities that you'd like to analyze in the cells C4:C118 & H4:H18.
2. Print or Save the report as a PDF
First, click on any of the "...Total Return" tabs to view the appropriate report. To print or save the report as a PDF, click the File button. Select Print or Export to save as a PDF.
*PLEASE NOTE: Do not delete or add any rows in the spreadsheet. Only delete the contents within a cell. This will ensure the spreadsheet will calculate all the data properly.
Specifications and Details
Trailing annual returns are over calendar years. The trailing 1 month & 3 month return series' use monthly data starting as of the last month-end.